Import and Export
User-friendly functionality for any response team, with capabilities for the most complicated proposals. Easily import from your source of choice—Word, Excel, and PDFs—then export your finalized content back into the original documents or preferred template.
Answer Library
RFPIO has a powerful knowledge base for all of your proposal content. The Answer Library is your hub for Q&A pairs and communication, and is enhanced by an intelligent recommendation engine. Upload and save important supporting docs in the Document Library.
Intake Forms
Make sure you’re putting resources toward only qualified opportunities by leveraging intake forms. Queue up the potential proposal for RFPIO administrators, and give them the chance to perform a complete evaluation before converting to an active project.
Project Management
Gain visibility into every RFP response project for actionable insights. See everything in the project overview dashboard: deadlines, progress completion, and author and reviewer summaries. Gantt charts and calendar views make for at-a-glance reports.
Collaboration
93% of RFP responders say multiple team members are required to complete projects. Integrations with collaboration tools—along with comments and @-mentioning—make life easier for SMEs. Bring in key RFP contributors from outside your organization when necessary.
Recommendation Engine
An adaptive learning engine with AI capabilities powers the platform. Your team can leverage a library of responses and auto-suggest functionality to quickly answer questions and include the right contributors. The more you use it, the more precise the recommendations become.
Robust Integrations
Popular CRM, SSO, Cloud Storage, and communication platforms including Salesforce, Microsoft Teams, Slack, Jira, Dynamics 365, and more.
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